Mosaic Family Wealth, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,011 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.61 and the average weighting 0.6%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2021$405,000
+11.3%
1,0150.0%0.12%
+11.4%
Q1 2021$364,000
+1.4%
1,0150.0%0.10%
-12.5%
Q4 2020$359,0000.0%1,015
-12.0%
0.12%
-11.1%
Q3 2020$359,000
+11.8%
1,1530.0%0.14%
+1.5%
Q2 2020$321,000
+31.6%
1,1530.0%0.13%
+7.3%
Q1 2020$244,000
-13.5%
1,1530.0%0.12%
+8.8%
Q4 2019$282,000
+3.7%
1,153
-8.7%
0.11%
+1.8%
Q3 2019$272,000
-39.4%
1,263
-40.6%
0.11%
-40.4%
Q2 2019$449,000
+5.2%
2,1280.0%0.19%
+9.3%
Q1 2019$427,000
+16.7%
2,128
-3.0%
0.17%
+13.9%
Q4 2018$366,000
-4.7%
2,193
+3.1%
0.15%
-3.8%
Q3 2018$384,000
-81.6%
2,128
-81.5%
0.16%
-80.1%
Q2 2018$2,085,000
+6.2%
11,494
+0.1%
0.79%
+8.7%
Q1 2018$1,963,000
+3.8%
11,4770.0%0.73%
+5.5%
Q4 2017$1,891,00011,4770.69%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 155,455$28,200,00019.00%
NORTHSTAR ASSET MANAGEMENT Co LLC 193,762$35,149,00014.55%
Portfolio Strategies, Inc. 82,392$14,946,0009.93%
Beacon Capital Management, Inc. 1,194,885$216,752,0009.18%
WBH ADVISORY INC 178,049$32,298,0008.37%
Harel Insurance Investments & Financial Services Ltd. 842,528$153,137,0008.11%
Annex Advisory Services, LLC 258,961$46,976,0008.01%
TRUST CO OF OKLAHOMA 82,194$14,909,992,0007.40%
Richard Bernstein Advisors LLC 1,203,228$218,295,0007.00%
CHURCHILL MANAGEMENT Corp 1,441,457$261,480,0006.96%
View complete list of VANGUARD WORLD FDS shareholders